Taxforce Raises €5M to Address German Tax Advisor Shortage with AI

Berlin-based Taxforce, an AI-native tax advisory firm, has secured €5 million in seed funding led by Tenet to tackle the growing shortage of tax advisors in Germany. The company is focused on providing a modern, technology-driven solution for doctors and medical practices, a sector experiencing significant pain points in tax and accounting services.

The Crisis in German Tax Advisory

Germany’s tax advisory market, valued at €40 billion annually, is facing a critical challenge. Approximately 30% of licensed tax advisors are over the age of 60, and the number of practitioners has been declining since 2022 [1]. This shrinking pool of advisors has shifted the power dynamic, with advisors now choosing their clients rather than the other way around.

Founders of Taxforce identified a consistent pattern of issues faced by medical practices: delayed financial reports, unanswered communications, and unexpected tax bills, sometimes exceeding €50,000 due to a lack of proactive prepayment adjustments [2].

Taxforce’s AI-Powered Solution

Taxforce aims to disrupt the traditional tax advisory model by building a firm “designed from scratch around AI.” The company combines AI-driven automation with deep domain expertise to deliver a more efficient and proactive service. Their technology reportedly reduces the time spent on routine bookkeeping tasks by over 70%, freeing up advisors to focus on client needs such as timely financial insights and strategic tax advice [1].

The company is initially targeting doctors and medical practices, recognizing the acute challenges within this vertical and the potential for tailored, technology-enabled services.

The Team Behind Taxforce

Taxforce was founded by Caspar Gerleve (CEO), Burkhard Reffeling (CTO), and Mathias Marquardt (Founding Tax Advisor).

• Caspar Gerleve has a background in Philosophy and Economics from the London School of Economics and experience at Goldman Sachs [3].
• Burkhard Reffeling holds a degree in computing from Leeds Beckett University and previously held engineering leadership roles at Sky and Klarna [2].

The founders emphasize the importance of complete-to-end control over the tax advisory process, rather than simply providing tools to existing firms [4].

Looking Ahead

With €5 million in seed funding, Taxforce is poised to expand its AI-powered tax advisory services to medical practices across Germany. The company is actively hiring in technology, accounting, and operations as it seeks to address the growing demand for modern, efficient, and proactive tax solutions.